Readers of this blog have few suggestions for investment ideas or stocks. They have requested to provide my comments and my observations about these stocks. Following are my thoughts. Before you go through them, please understand that these observations are for my objectives.
MIC Electronics Limited (MIC): The Company is a global leader (who made them global leader?) in the design, development, and manufacturing of LED Video Displays, LED lighting solutions, and Embedded Systems/Telecom Software. Most of its revenue come from LED Video Displays, that have become an integral part of sports stadiums, transportation hubs, digital theatres and theme parks, advertisements and public information displays. Continue reading rest of this article…
Graphite India Limited (GRAPHITE) is the largest manufacturer of graphite electrodes (90% of the revenue). It also provides impervious graphite equipments and GRP/ERP pipes and tanks (10% of revenue). It end customers, and applications are in metallurgical (ferrous & nonferrous), chemical and process, and aerospace industry.
What do you do when stock market, and hence all stocks, are trading at a much higher price than you would be willing to pay? If you are like any other value investor or like me, then you would continue your reading and prepare your watch list. On many occasions, you would like the stock but unfortunately they are trading at a premium for pulling the buy trigger. In early December, I had shortlisted 
Aegis Logistics Ltd (AEGISCHEM) is focused in supply management of oil and gas logistics. Liquid Terminal Division provides storage and terminal facility for oil and chemical products. Gas Terminal Division provides imports, storage, and distribution of petroleum products like LPG and propane. It services are related to sourcing of product, storage and port operations, arranging road and pipeline movement, shipping, and integrated supply chain management. This is small caps which has potential for long term buy and hold because it operates in infrastructure sector and has good financial management.
Recently, I looked into Hyderabad Industries Limited (HDIL) and discussed my analysis on this blog. There were few comments and mild discussion with reference to my conclusion and turnaround aspect of the HDIL. Simultaneously, I also posted the same analysis on Moneyvidya’s blog. Over at Moneyvidya’s blog, the discussion was also centered on similar characteristics of HDIL. There were few good points which I believe would be worth mentioning on my blog too. Therefore, I am presenting those points here with some additional thoughts. Readers can refer to the 
I am continuing to keep looking for good companies and prepare my watch list. Keeping with this thought process; I looked at few stocks in small cap domain and applied my screening process. I have short listed following five small cap companies that I believe warrant further detailed analysis in the context of my buying objectives.
Blue Star Limited (BLUESTARCO) is India’s largest central air conditioning company with an annual turnover of Rs 2574 crores, a network of 29 offices, 5 modern manufacturing facilities, 700 dealers and around 2600 employees. Blue Star primarily focuses on the corporate and commercial markets. These include institutional, industrial and government organizations as well as commercial establishments such as showrooms, restaurants, banks, hospitals, theatres, shopping malls and boutiques. It also has leadership in the field of commercial refrigeration equipment ranging from water coolers to cold storages.
Last week, I discussed my stock screening process and four matrices that I use for short listing the company for further evaluations. One of the traits of any successful investor (or for that matter even a trader) is that they keep a watch list of stocks and monitor its performance. Since the market has run up and we investors believe that stocks are overpriced, it is time to prepare our watch list. In addition, after establishing the watch list, it is also important to determine what would be the price you would be willing to pay to buy it.
